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Thursday 10 September 2026
STMicro sees AI sales accelerating as factory transfers hold key to margin recovery
STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...
Thursday 10 September 2026
Google plans EUR13 billion Finland investment to expand data centers, clean energy
Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming...
Thursday 10 September 2026
Yageo's August revenue hits record on AI demand
Yageo posted year-over-year and month-over-month revenue growth in August, extending its streak of record monthly highs to a sixth straight month. The passive components maker said...
Thursday 10 September 2026
Global PMX sees semiconductor parts shipments strengthen
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...
Thursday 10 September 2026
AI server ODMs face widening component mismatches, with shortages reaching 15–20%
Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...
Thursday 10 September 2026
Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market
Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment,...
Thursday 10 September 2026
Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales
Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging...
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August...
Wednesday 9 September 2026
AI servers push Asus' August revenue up 51%
Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...
Wednesday 9 September 2026
AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain
Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications...
Wednesday 9 September 2026
Enterprise AI spending gives Taiwan's Systex a new growth wing
Systex reported consolidated revenue of NT$5.9 billion (approximately US$187 million) in August 2026, up 61.91% from NT$3.64 billion a year earlier. Revenue for the first eight months...
Wednesday 9 September 2026
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...
Wednesday 9 September 2026
Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...
Wednesday 9 September 2026
Y.S. Tech's Renwu plant lifts August sales
Y.S. Tech reported August 2026 revenue of NT$331 million, up 2.36% year-over-year, as new capacity at its Renwu plant helped offset the traditional summer shipment lull for automakers...
Wednesday 9 September 2026
Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese...